Ronald Sloy is a registered investment advisor at Sloy, Dahl & Holst, LLC, based in Henderson, NV, with 37 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 526 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 0.55% |
Fees are negotiable. Certain qualified clients may be charged a performance fee schedule.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2002Customer Dispute
February 2002Customer Dispute
December 2001Other Business Activities
Ronald is the 100% owner of Sloy, Dahl & Holst Holdings, Inc., a holding company located in Vancouver, WA. This activity is not investment-related.
Employment History
Current Registrations
Sloy, Dahl & Holst, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.